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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,290 | $123,478-30.1% | $216,567-60.2% | $94,015-8.2% |
| Participation rate | 98.6% | 75.1%+23.5pp | 81.6%+17.0pp | 70.8%+27.8pp |
| Annual return | 14.27% | 23.61%-9.3pp | 12.94%+1.3pp | 17.84%-3.6pp |
| Employer contribution / active EE | $983 | $3,136-68.6% | $5,216-81.1% | $2,790-64.8% |
| Participant deferral / active EE | $5,815 | $4,556+27.6% | $6,191-6.1% | $4,249+36.8% |
| Admin fee / account holder | $2,585 | $12,753-79.7% | $21,981-88.2% | $8,951-71.1% |